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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Defined Wealth Management
Oregon
$305K – – –
KF
1027
Krilogy Financial
Missouri
$302K +$293K +4,143 New
SWA
1028
Sutton Wealth Advisors
Florida
$301K – – –
LA
1029
Latitude Advisors
Florida
$300K -$142 -2 -0%
AIA
1030
Armor Investment Advisors
North Carolina
$300K – – –
FPS
1031
Fieldpoint Private Securities
Connecticut
$300K – – –
CIP
1032
Convergence Investment Partners
Florida
$299K -$8.56K -121 -3%
TFS
1033
TrustCore Financial Services
Tennessee
$299K +$27.9K +394 +11%
DS
1034
DRW Securities
Illinois
$299K +$291K +4,109 New
AC
1035
Abbrea Capital
California
$297K – – –
TCM
1036
Traynor Capital Management
Pennsylvania
$297K +$71 +1 +0%
GA
1037
Geller Advisors
New York
$295K +$1.34K +19 +0.5%
IFWM
1038
Institute for Wealth Management
Colorado
$294K -$4.6K -65 -2%
AGA
1039
Accuvest Global Advisors
Utah
$294K – – –
WIC
1040
Whitegate Investment Counselors
New Hampshire
$293K – – –
PA
1041
Parkside Advisors
California
$292K – – –
EWA
1042
Encompass Wealth Advisors
Oregon
$291K – – –
WCM
1043
Wisconsin Capital Management
Wisconsin
$291K – – –
HPWM
1044
Highland Private Wealth Management
Washington
$288K +$7.71K +109 +3%
JFGIW
1045
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K -$708K -10,006 -72%
WP
1046
WealthSource Partners
California
$285K +$277K +3,915 New
EB
1047
Eastern Bank
Massachusetts
$283K -$30.5K -431 -10%
SMH
1048
Sanders Morris Harris
Texas
$283K – – –
ACA
1049
Affinity Capital Advisors
California
$282K -$9.55K -135 -3%
GD
1050
Grandfield & Dodd
New York
$280K – – –
40 41
42
43 44